True North Advisors and Wealth Partners Capital Group (“WPCG”) formed a strategic partnership in January 2024, with WPCG (together with financial partner HGGC) making a minority equity investment in True North.
WPCG’s mission is to help True North expand its capabilities, service and footprint in order to better assist more clients in more places. WPCG seeks advisors who share True North’s client-first culture and its fiduciary, planning approach to wealth management. Since its founding in 2017, WPCG has executed over 143 acquisitions on behalf of its partner firms, representing over $55 billion in private client assets.
To learn more, visit wealthpcg.com.